Quadra Integration
The MobileTech/Quadra integration allows field technicians to generate Quadra recommendations directly from the MobileTech appointment completion process. Technicians can then view that recommendation from within ERTH’s Quadra mobile application and turn that into field quotes and future service call work in Signature/MobileTech.
For more information about Quadra Service Call Quoting application, see https://www.thinkquadra.com/quadra-service-call-quoting/.
IMPORTANT
The user who is entering the Quadra parameters must have the sysadmin server role. This user does not have to be a 'sa' user.
Set Up Quadra Integration Information
Setting | Description |
|---|---|
QuadraDbName | Enter your company database name such as QUADRA. e.g. |
UseQuadra | Select TRUE to use the Quadra integration. The default value is FALSE. |
QuadraAPIUrl | Enter the Quadra API URL. |
QuadraAPIKey | Enter the Quadra API that was issued by ERTH. |
Once you save the Setup Options window after setting up the integration, the Quadra Objects are created:
View: FTQuadraRecommendationTemplateLookup
Trigger: QuadraRecommendationTemplateTrigger
Stored Procedure: WSMobileLoadQuadraRecommendationTemplate
Add the Quadra Template Recommendation
After setting up and saving the integration, you will also need to add the Quadra Recommendation Template in the Refresh Lookups window.
In MobileTech Admin, go to Tools > Refresh Lookups.
Scroll down and mark Quadra Recommendation Template.
Select Refresh.
Please contact ERTH to set up the Quadra Recommendation Sync Process at https://www.thinkquadra.com/contact-us/.